Contact details

Title   
 
 
First name Last name   
Details
Functions in the title bar
 
 
 
Icon 
Explanation   
 
 
 
  
 
Starts a workflow 
Only visible if the "Workflow" module is licensed and there is a corresponding workflow.    
Kebab menu (
)
 
 
 
Type 
Menu item 
Explanation   
 
 
 
  
Workflows 
 
Opens the workflow summary page 
Only visible if the "Workflow" module is licensed    
Widgets
1x1
 
Notes 
CRM 
Lead (from version 12, requires Lead Management module, only visible if coming from a lead) 
Opportunity (from version 12, requires Lead Management module, only visible if coming from a lead) 
Leads (from version 12, requires Lead Management module, not visible if coming from a lead) 
Opportunities (from version 12, requires Lead Management module, not visible if coming from a lead) 
Master data
 
Email is clickable and opens the default email client 
Telephone number and Mobile communication are clickable on smartphones and initiate a call. 
Pen opens the Edit page. 
 
FAQ 
  
 
Release